GWA
MSZ.CL

Genesis Wealth Advisors’s MORGAN STANLEY CAPITAL TRUST VII CAP SECS MSZ.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio MSZ.CL Stock Details MSZ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$25.7K – 490
2014
Q4 		$25.7K Buy
+1,000
New +$25.4K 0.02% 290

Other funds holding MSZ.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Genesis Wealth Advisors's MSZ.CL Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) in Q1 2015, closing a stake of 1,000 shares — an estimated $25.7K sold.

Genesis Wealth Advisors first reported a position in MSZ.CL in Q4 2014 and held it in 1 quarter. The position peaked at $25.7K in Q4 2014. 6 funds tracked by Wall St. Rank hold MSZ.CL as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining MORGAN STANLEY CAPITAL TRUST VII CAP SECS position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 1,000 MORGAN STANLEY CAPITAL TRUST VII CAP SECS shares in Q1 2015, an estimated $25.7K.
  • Genesis Wealth Advisors first reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's MORGAN STANLEY CAPITAL TRUST VII CAP SECS position peaked at $25.7K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST VII CAP SECS as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.